Unclaimed
Thomas Zielinski is a financial advisor with over 30 years of experience in the industry. Thomas currently works with RBC Capital Markets, LLC, based in York, PA. Prior to joining RBC Capital Markets, LLC, Thomas worked at PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., Salomon Smith Barney Inc. and Lehman Brothers Inc. Thomas has a broad range of experience, specializing in portfolio management for individuals and businesses, pension consulting and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
03/31/2017 - Present
RBC Capital Markets, LLC (YORK PA)
PA
01/01/2004 - 07/22/2008
PNC INVESTMENTS (YORK PA)
KY
10/22/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
07/31/1993 - 10/26/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/10/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/03/1987 - 04/19/1991
LEGG MASON WOOD WALKER, INCORPORATED
MD
10/22/1986 - 04/19/1991
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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